See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,961 | $114,381-83.4% | $107,525-82.4% | $142,382-86.7% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 26.01% | 242.71%-216.7pp | 181.32%-155.3pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,245 | $4,015-19.2% | $3,754-13.6% | $4,299-24.5% |
| Participant deferral / active EE | $5,439 | $5,564-2.3% | $5,116+6.3% | $6,507-16.4% |
| Admin fee / account holder | $108 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |